We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do
Watch a quick video to learn about our
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Dale Tondryk | Financial Advisor
Dale Tondryk is president at Tondryk Wealth Management. He has over 30 years’ experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.
Dale holds a Series 65 registration as well as a life insurance license in Minnesota and Wisconsin. His areas of focus are financial coaching, 401(k) rollovers, retirement strategies and legacy planning. As an independent financial coach, Dale is intent on providing the personalized financial services retirees and pre-retirees need to live retirement with confidence. Dale lives in Victoria, Minnesota. Dale and his wife attend River Valley Church and is former board member for the Hats and Mittens charity. He enjoys golfing, pickleball, biking, boating and spending time with family, friends and four amazing grandchildren. To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact Dale at [email protected] or call us at 952.401.1671 today! |
Our Services
What We Do For Clients |
Retirement Income Strategies
Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products. According to a recent study, for a married couple age 65 there is now a 50 percent chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.
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Wealth Accumilation
You may be able to use time to your advantage when investing for wealth accumulation.
The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth. |
Asset Protection
Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
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Tax Minimization Strategies
Investing in or purchasing a tax-deferred vehicle means your money can compound interest for years, free from income taxes, potentially allowing it to earn interest at a faster rate. Few financial vehicles avoid taxes altogether. Insurance products only allow you to defer paying them until retirement — when you may be in a lower tax bracket.
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My Podcast: "Retirement Playbook with Dale Tondryk"
Click below to listen to my podcast!
Learn strategies that'll help you gain financial independence and 'win' the game of retirement!
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We Love To Meet New People!
Contact Us
MAIN OFFICE
17601 HIGHWAY 7 SUITE 100 MINNETONKA, MN 55345 |
EMAIL
[email protected] |
CALL US
Phone: (952) 401-1673 Fax: (954) 401-1673 |
Contact Us |